The ‘7’ in 7IM refers to the seven original founders of the business. Back in 2002, they couldn’t find a firm they trusted to manage their families’ money properly – so they started the kind of organisation they’d like to invest with themselves. Today, more than 400 talented people manage over £17 billion for a range of clients.

We work in partnership with advisers to make the most of their clients’ investments. Discretionary investment management, ready-made portfolios, funds and platform are all there to make it easier for advisers to provide an exceptional all-round service.

Baillie Gifford’s sole business is investment management. Since the company was founded in 1908 it has been a partnership. Today it is owned by 47 partners all of whom work in the business.
We believe that the best investment ideas spring from thinking about future possibilities, not short-term probabilities. We set no barriers to the imagination of our investors, encouraging fresh perspectives and the use of diverse sources of information. We term ourselves Actual Investors.
We currently manage or advise some £197bn on behalf of clients worldwide. Whilst we are predominantly an institutional manager (circa 85% of FUM), we offer an extensive range of investment trusts and open ended funds to UK wealth managers and intermediaries.

HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC’s clients with investment opportunities around the world through an international network of offices in 25 countries and territories, delivering global capabilities with local market insight. As at 31 March 2021, HSBC Asset Management managed assets totaling US$621bn on behalf of its clients.

Orbis has been creating value for clients for over 30 years.

We work to find opportunities others miss, but this means investing in unpopular areas of the market, which takes courage and patience. Our long-term approach is at the core of everything we do, from the way we invest, our company structure, and even the way we charge fees.

We evaluate businesses from the bottom up to identify businesses with long-term prospects priced at less than they are worth. Since it can take time for these companies to realise their true value, our business is structured to avoid pressure for short-term performance with no external shareholders. Our independence allows us to prioritise clients, make bold but considered decisions and stand by them as long as we need to.

Our unique fee structure further ensures we remain driven to deliver long-term returns as we only charge a fee when we outperform.

At Ruffer, we do one thing. We invest money on a discretionary basis, on behalf of our clients. 

We aim to deliver positive returns regardless of how financial markets perform, by maintaining an offsetting balance of growth and protective assets.   

We conduct our own independent research, actively manage investments and operate freely, without the straitjacket of market benchmarks.  

We have a long track record of protecting and growing the value of our clients’ assets. Our approach has been successful through the bursting of the dot.com bubble, the credit crisis and covid-19. We aim to continue this success, whatever the future holds.

As a global asset and wealth manager, Schroders delivers a broad range of investments designed to meet the diverse needs of institutions, intermediaries and high net worth individuals.
For over 200 years we have built principled partnerships with our clients, putting them at the centre of everything we do. They trust us to deliver sustainable returns through times of economic prosperity and of uncertainty.
We are a global business, managed locally. Our international presence supports us in understanding the needs of our clients and delivering them the right expertise from across the business.
As an active investment manager we believe that we have an important role to play in driving better outcomes for our clients and society as a whole. We bring together people and data to identify the trends that will shape the prosperity of individuals, businesses and future generations.

SimplyBiz provides the very highest quality of comprehensive compliance and business support to the 5 000 financial advisers throughout the UK who choose to use our services. During our successful nineteen year history we have never lost sight of our primary purpose – to provide support and guidance to directly authorised firms in every area of their business. Every decision about our proposition and development over the past two decades has been made after asking ourselves one simple question; will this benefit the firms we serve and their clients? Each staff member of our 500+ strong team understands that advisers and their needs are central to everything we do and our culture and ethos places the firms we serve firmly at the heart of everything SimplyBiz does. We offer the experience, expertise and regulatory guidance that puts advisers firmly in control of their own businesses.